See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,767 | $58,828-42.6% | $77,999-56.7% | $62,891-46.3% |
| Participation rate | 69.2% | 71.1%-1.8pp | 75.5%-6.3pp | 69.3%-0.1pp |
| Annual return | 6.75% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,923 | $1,672+15.0% | $2,470-22.1% | $2,281-15.7% |
| Participant deferral / active EE | $2,470 | $2,686-8.0% | $3,497-29.4% | $3,203-22.9% |
| Admin fee / account holder | $1,241 | $4,393-71.8% | $5,480-77.4% | $4,296-71.1% |